See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BAKER ASSET MANAGEMENT6 years Service code 26 · EIN 20-3018734 | Advisory (Participants) | $134,841 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,445 |
BISON WEALTH LLC5 years Filed as: BISON CAPITAL ADVISORS, LLC Service code 16 · EIN 83-4284249 | Consulting | $7,994 |
Filed as: NA Service code 16 · EIN 31-9500454 | Consulting | $4,285 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $491,477 | $122,239+302.1% | $184,203+166.8% | $74,495+559.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 11.51% | 19.95%-8.4pp | 28.81%-17.3pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $15,560 | $4,537+242.9% | $6,427+142.1% | $2,623+493.2% |
| Participant deferral / active EE | $11,338 | $7,139+58.8% | $9,131+24.2% | $4,346+160.9% |
| Admin fee / account holder | $1,088 | $1,260-13.6% | $13,901-92.2% | $1,942-44.0% |